SCHEDULE: JPMorgan Chase & Co. Discloses 4.6% Stake in McDonald's Corporation

JPMorgan Chase & Co. has filed an amendment to its Schedule 13G, reporting a 4.6% beneficial ownership stake in McDonald's Corporation as of June 30, 2025.

Summary

• JPMorgan Chase & Co. reported beneficial ownership of 33,434,457 shares of McDonald's Corporation common stock.
• This stake represents 4.6% of McDonald's Corporation's outstanding common stock.
• The filing is an Amendment No. 1 to a Schedule 13G, indicating an update to a previously reported beneficial ownership.
• JPMorgan Chase & Co. holds sole voting power over 27,414,411 shares and shared voting power over 221,686 shares.
• JPMorgan Chase & Co. holds sole dispositive power over 33,154,969 shares and shared dispositive power over 250,610 shares.
• The filing was made pursuant to Rule 13d-1(b), signifying that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

Sentiment

Score: 5

Explanation: A Schedule 13G filing is a factual disclosure of beneficial ownership and does not inherently convey positive or negative sentiment regarding the issuer's performance or outlook. It simply reports an institutional investor's stake.

Future Outlook

NA

Industry Context

This filing is a routine disclosure by a large institutional investor, JPMorgan Chase & Co., regarding its passive ownership stake in McDonald's Corporation. It reflects a standard investment position rather than a strategic industry move or competitive action.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant institutional holdings, which can influence market perception and liquidity.
• Investment Professionals: Offers insight into the investment positions of major financial institutions in publicly traded companies.

Key Dates

Keywords

McDonald's Corporation, JPMorgan Chase & Co., Beneficial Ownership, Schedule 13G, Common Stock, Institutional Investor, SEC Filing